HDFC Flexi Cap Fund vs SBI Flexicap Fund compare
HDFC Flexi Cap Fund - Growth Plan
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹75784 Cr | ₹21747 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 1995 | 29 Sep 2005 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 42.17% | 55% |
Expense Ratio | 1.42 | 1.67 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179K01608 | INF200K01222 |
Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Month | 2.89% | 3.84% |
6 Month | 6.08% | 0.78% |
1 Year | 8.85% | 1.42% |
3 Year | 27.28% | 16.65% |
5 Year | 29.44% | 19.9% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 8.98% | 7.83% |
1 Year | 15.83% | 7.81% |
3 Year | 24.5% | 14.4% |
5 Year | 25.2% | 14.63% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 18.37% | 12.66% |
3 Year | 19% | 12.75% |
5 Year | 18.79% | 12.97% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 12.40% | 10.98% |
Sharp | 1.35% | 0.64% |
Beta | 0.83% | 0.83% |
Alpha | 7.32% | -2.38% |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 13.33 | 8.56 |
Large Cap | 73.37 | 69.82 |
Mid Cap | 3.4 | 11.28 |
Small Cap | 9.89 | 10.34 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 10.55 | 8.56 |
Communication Services | 3.18 | - |
Energy | 0.98 | - |
Technology | 4.79 | - |
Consumer Cyclical | 15.98 | - |
Industrials | 5.14 | - |
Basic Materials | 5.04 | - |
Financial Services | 39.72 | - |
Real Estate | 2.89 | - |
Healthcare | 8.79 | - |
Consumer Defensive | 1.1 | - |
Utilities | 1.84 | - |
Petroleum Products | - | 6.13 |
IT - Software | - | 2.08 |
Construction | - | 4.88 |
Ferrous Metals | - | 3.94 |
Capital Markets | - | 0.74 |
Banks | - | 26.74 |
Pharmaceuticals & Biotechnology | - | 1.04 |
Cement & Cement Products | - | 4.55 |
Consumer Durables | - | 2.48 |
Automobiles | - | 7.66 |
Aerospace & Defense | - | 1.58 |
Auto Components | - | 0.77 |
Fertilizers & Agrochemicals | - | 0.57 |
Chemicals & Petrochemicals | - | 0.28 |
Industrial Products | - | 2.34 |
Finance | - | 8.53 |
Telecom - Services | - | 4.99 |
Gas | - | 0.18 |
Electrical Equipment | - | 0.15 |
Insurance | - | 2.09 |
Food Products | - | 0.43 |
Personal Products | - | 0.31 |
Retailing | - | 0.12 |
Transport Services | - | 2.64 |
Industrial Manufacturing | - | 0.17 |
Beverages | - | 1.17 |
Power | - | 1.8 |
Textiles & Apparels | - | 1.02 |
Leisure Services | - | 1.13 |
Healthcare Services | - | 0.93 |
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